Tax-Smart Exit Strategies for Rental Property Owners

Tax-Smart Exit Strategies for Rental Property Owners

Date and Time:    Tuesday, April 15, 2025, from 11:00 a.m. – 12:00 p.m. (Noon)
How to Attend:    Logged In Users Can Register Using the “Register Now” Button.

Details:

Selling your rental property in 2025 is a major financial decision, and choosing the right exit strategy can make all the difference. A 1031 Exchange into a Delaware Statutory Trust (DST) offers investors a tax-efficient way to transition out of active property management while generating passive income and accessing institutional-grade real estate. This webinar will explore how DSTs can help you preserve wealth, reinvest strategically, and navigate market shifts in 2025, equipping you with the insights needed to make informed financial decisions.

During this insightful webinar, you will understand how real estate transactions can affect your tax obligations, wealth-building potential, and long-term financial goals, and how you can avoid all or a significant portion of any tax liability. Selling your investment properties can expose you to up to 42.1% in tax liabilities, which could significantly impact your financial decision making. This webinar gives you the tools you need to calculate your tax liabilities and discusses strategies to help you defer—and potentially eliminate—these taxes through the effective use of 1031 Exchanges. Whether you’re seeking passive income through a 1031 Exchange or planning a full exit from property management, this session will help you make the most informed and more profitable decision.

Webinar:

Join this FREE live webinar to learn the latest real estate market trends and explore sale strategies, including a sale under a 1031 Exchange. Hosted by 1031 Exchange expert, Austin Bowlin, this webinar will cover:

• How different exit strategies impact your income tax obligations
• The wealth preservation and passive income benefits of DSTs.
• How DSTs offer access to high-growth markets and landlord-friendly states.
• A comparison of exit and reinvestment options for successful, long-term wealth-building.
• How to obtain free, tax-planning tools and resources that will educate you on the strategies you need to maximize passive income potential, and popular 1031 Exchange strategies.
• IRS rules and timing requirements: How you can eliminate capital gains tax for you and your heirs.
• The many untapped advantages of a 1031 Exchange are well beyond just deferral of capital gains taxes.

Real Estate Transition Solutions (RETS) is a consulting firm specializing in tax-deferred 1031 Exchange strategies and Delaware Statutory Trust investment property. For over 26 years, we have helped investment property owners perform successful 1031 Exchanges by developing and implementing well-planned, tax-efficient transition plans carefully designed to meet their objectives. This is a basic to intermediate level discussion on the types of investments that are available to YOU, including making investments in all types of rental properties, both commercial and residential.  Come armed with all your 1031 Exchange related questions. Get the edge you deserve when it comes to understanding the power of wealth building tax-deferral and tax-exclusion strategies.

A Delaware Statutory Trust or DST is a legal entity sanctioned by the Internal Revenue Service that allows you to hold title in real estate - DSTs are considered “like-kind” property that allows you to defer capital gains taxes in a Section 1031 Exchange. Investing in a DST allows you to earn passive income, continue to build your real estate portfolio, diversify your real estate holdings and avoid the hassles of managing property on your own.

Presenter: 

Austin Bowlin, Certified Public Accountant and Chief Exchange Strategist and a Partner at Real Estate Transition Solutions 
 
Austin Bowlin, Certified Public Accountant, is the Chief Exchange Strategist and a Partner at Real Estate Transition Solutions. As Chief Exchange Strategist, Austin leads the firm's team of licensed 1031 Exchange advisors and analysts and provides consultation on tax liability, deferral strategies, legal entity structuring, co-ownership arrangements, 1031 replacement property options, and Delaware Statutory Trust investments. He is a graduate of the Gonzaga University School of Business and is a FINRA Licensed 1031 Exchange Advisor and holds Series 22, 63, and 65 Licenses. He is on the Board of Directors for the Northwest Avalanche Center (NWAC), and a member of the advisory Board for the Washington Policy Center's Young Professional Group. Mr. Bowlin is a frequent speaker and contributor to real estate media and associations.

Moderator: 

Daniel Yukelson, AAGLA Executive Director

Daniel Yukelson is currently the Executive Director of The Apartment Association of Greater Los Angeles (AAGLA).  As Certified Public Accountant, Yukelson began his career at Ernst & Young, the global accounting firm, and since then had served in senior financial roles principally as Chief Financial Officer for various public, private and start-up companies.  Prior to joining AAGLA, Yukelson served for 12 years as Chief Financial Officer for Premiere Radio Networks, now a subsidiary of I-Heart Media, and then 3 years as Chief Financial Officer for Oasis West Realty, the owner of the Beverly Hilton and Waldorf Astoria Beverly Hills where he was involved with the development and construction of the Waldorf.  Yukelson also served for 6 years as a Planning Commissioner and for 3 years as a Public Works Commissioner for the City of Beverly Hills.

A Featured Presentation of:  Real Estate Transition Solutions

Real Estate Transition Solutions (RETS) is a consulting firm specializing in tax-deferred 1031 Exchange strategies and Delaware Statutory Trust investment property. For over 26 years, we have helped investment property owners perform successful 1031 Exchanges by developing and implementing well-planned, tax-efficient transition plans carefully designed to meet their objectives. Our team of licensed 1031 Exchange Advisors will guide you through the entire process, including help selecting and acquiring passive management replacement properties best suited to meet your objectives. To learn more about 1031 Exchanges and Real Estate Transition Solutions, visit www.re-transition.com/aagla or call us at (866) 352-3354.